Client Service Associate - 2/13 Strategic Partners

Client Service Associate

We are looking for a Client Service Associate to join our team. You will report to the Director of Human Capital and Growth.

What You'll Do

• Prepare and process paperwork for client transactions, including opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and communicating the status of transactions to clients and Advisors
• Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions)
• Work with partners and team members to respond to client requests
• Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested
• Proactive outreach to clients to share practice services, including their digital experience
• Use CRM platform to manage and document all workflows
• Participate in projects and internal working groups to ensure our client's needs are represented in practice plans
• Provide support for advisors by answering phones and responding to client requests
• Support Advisors and our practice with operational tasks

What You'll Bring

• Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
• Natural desire to be a problem solver
• Anticipate challenges and address them
• Take pride in your attention to detail
• Ability to manage changing priorities in a day, and set expectations with others
• Experience in Word, Excel, PowerPoint, Outlook, and Adobe
• Experience in Client Relationship Management system (Salesforce preferred)
• Experience in custodian platform (Schwab preferred)
• FINRA Securities licenses a plus
• Bachelor's degree preferably in business, accounting, finance, economics, or related experience

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance